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John Overdeck’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

John Overdeck’s Portfolio IAI Stock Details IAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$43.3M Sell
247,200
-44,900
-15% -$8M 0.03% 625
2026
Q1 		$48M Buy
292,100
+167,200
+134% +$29.2M 0.04% 519
2025
Q4 		$22.4M Sell
124,900
-124,200
-50% -$21.8M 0.03% 675
2025
Q3 		$44.1M Buy
249,100
+46,700
+23% +$8.13M 0.07% 358
2025
Q2 		$34.2M Buy
202,400
+5,500
+3% +$812K 0.06% 379
2025
Q1 		$27.6M Buy
196,900
+169,500
+619% +$25.2M 0.06% 382
2024
Q4 		$3.95M Sell
27,400
-5,200
-16% -$742K 0.01% 1251
2024
Q3 		$4.19M Sell
32,600
-5,100
-14% -$630K 0.01% 1164
2024
Q2 		$4.41M Buy
37,700
+26,900
+249% +$3.1M 0.01% 1064
2024
Q1 		$1.25M Buy
+10,800
New +$1.17M ﹤0.01% 1803
2023
Q3 		– Sell
-2,972
Closed -$270K – 3066
2023
Q2 		$270K Buy
+2,972
New +$266K ﹤0.01% 2545

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

John Overdeck's IAI Position: Q2 2026 in Review

John Overdeck reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 15% in Q2 2026, selling an estimated $8M and leaving 247,200 shares worth $43.3M. The position accounts for 0.03% of the portfolio, ranked #625.

John Overdeck first reported a position in IAI in Q2 2023 and has held it in 11 quarters since. The position peaked at $48M in Q1 2026. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • John Overdeck held 247,200 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $43.3M as of Q2 2026.
  • John Overdeck sold 44,900 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $8M.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.03% of John Overdeck's portfolio in Q2 2026, its #625 holding.
  • John Overdeck first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2023 and has held it in 11 quarters since.
  • John Overdeck's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $48M in Q1 2026.
  • 190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.